Shares of many luxury-goods purveyors are up by double-digits over the past three months. One analyst from TheStreet.com details nine stocks that could benefit from wealthy people paying up for name-brand goods.

After pricing at $20 — higher than the expected $17-19 range — Michael Kors shares debuted with a 25 percent pop. This was certainly no Prada IPO. Investors are betting that KORS has a long runway ahead.

A little over a week ago, I got a warning from contrarian investor Matt Gohd. The market was in melt-up mode, thanks to confidence Mitt Romney would beat Barack Obama and hopes for a solution to the euro mess.

Stocks finished narrowly mixed in a quiet session Thursday as investors took a breather following a sharp rally in the previous session and ahead of the crucial government non-farm payroll figure due Friday morning.